Civic Intelligence

Hope Haven Support Foundation

990 • Fiscal year 2016 • EIN 42-1346221

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 17, 2016

PO Box 70Rock Valley, IA 51247

(712) 476-2737

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.12x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.52x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

26th percentile

-3.3%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

15th percentile

-5.9%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$10,663,753

Down $673,027 (-5.9%) from 2015

Net Assets

Down

$9,409,804

Down $683,217 (-6.8%) from 2015

Liabilities

Up

$1,253,949

Up $10,190 (+0.8%) from 2015

Revenue

Down

$2,423,142

Down $621,220 (-20%) from 2015

Expenses

Down

$2,502,510

Down $73,570 (-2.9%) from 2015

Net Income

Down

-$79,368

Down $547,650 (-117%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $7,981,192Liabilities 2010: $861,395Net Assets 2010: $7,119,7972010Assets 2011: $8,798,792Liabilities 2011: $822,618Net Assets 2011: $7,976,1742011Assets 2012: $9,076,222Liabilities 2012: $777,068Net Assets 2012: $8,299,1542012Assets 2013: $11,813,682Liabilities 2013: $1,173,406Net Assets 2013: $10,640,2762013Assets 2014: $11,579,354Liabilities 2014: $1,253,496Net Assets 2014: $10,325,8582014Assets 2015: $11,336,780Liabilities 2015: $1,243,759Net Assets 2015: $10,093,0212015Assets 2016: $10,663,753Liabilities 2016: $1,253,949Net Assets 2016: $9,409,8042016Assets 2017: $11,452,790Liabilities 2017: $1,343,795Net Assets 2017: $10,108,9952017Assets 2018: $11,918,263Liabilities 2018: $1,255,494Net Assets 2018: $10,662,7692018Assets 2019: $13,543,334Liabilities 2019: $1,126,548Net Assets 2019: $12,416,7862019Assets 2020: $13,540,629Liabilities 2020: $1,045,544Net Assets 2020: $12,495,0852020Assets 2021: $17,649,378Liabilities 2021: $1,252,156Net Assets 2021: $16,397,2222021Assets 2022: $16,499,629Liabilities 2022: $1,044,166Net Assets 2022: $15,455,4632022Assets 2023: $21,564,319Liabilities 2023: $1,498,203Net Assets 2023: $20,066,1162023Assets 2024: $23,543,753Liabilities 2024: $1,448,264Net Assets 2024: $22,095,4892024Assets 2025: $25,186,759Liabilities 2025: $1,284,662Net Assets 2025: $23,902,0972025

Highlighted filing

2016

Assets$10,663,753
Liabilities$1,253,949
Net Assets$9,409,804

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,091,3262010Expenses 2011: $2,537,0702011Expenses 2012: $2,372,8732012Expenses 2013: $2,137,2642013Revenue 2014: $2,419,321Expenses 2014: $3,401,685Net Income 2014: -$982,3642014Revenue 2015: $3,044,362Expenses 2015: $2,576,080Net Income 2015: $468,2822015Revenue 2016: $2,423,142Expenses 2016: $2,502,510Net Income 2016: -$79,3682016Revenue 2017: $2,237,199Expenses 2017: $2,171,794Net Income 2017: $65,4052017Revenue 2018: $2,761,340Expenses 2018: $2,333,000Net Income 2018: $428,3402018Revenue 2019: $3,872,629Expenses 2019: $2,269,758Net Income 2019: $1,602,8712019Revenue 2020: $3,055,102Expenses 2020: $2,314,218Net Income 2020: $740,8842020Revenue 2021: $2,569,857Expenses 2021: $2,316,078Net Income 2021: $253,7792021Revenue 2022: $3,667,660Expenses 2022: $3,382,199Net Income 2022: $285,4612022Revenue 2023: $2,589,001Expenses 2023: $2,137,332Net Income 2023: $451,6692023Revenue 2024: $2,793,644Expenses 2024: $2,189,486Net Income 2024: $604,1582024Revenue 2025: $2,965,329Expenses 2025: $2,827,654Net Income 2025: $137,6752025

Highlighted filing

2016

Revenue$2,423,142
Expenses$2,502,510
Net Income-$79,368
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 17, 2016
Return Version
2015v2.1
Gross Receipts
$2,575,300
Mission and Program Overview

Mission

The hope haven support foundation was established with the purpose to ensure a future for hope haven. The responsibility is to challenge individuals and organizations to financially support hope haven's work.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,352,046$5,248,446▼ $103,600
Investments Other Securities$5,042,373$4,688,871▼ $353,502
Cash and Non-Interest-Bearing Accounts$444,954$346,238▼ $98,716
Savings and Temporary Cash Investments$97,164$72,859▼ $24,305
Prepaid Expenses and Deferred Charges-$7,125-
Total Assets$11,336,780$10,663,753▼ $673,027
Other Assets Total$400,243$300,214▼ $100,029
Liabilities
Other Liabilities$1,192,934$1,230,141▲ $37,207
Accounts Payable and Accrued Expenses$50,825$23,808▼ $27,017
Total Liabilities$1,243,759$1,253,949▲ $10,190
Net Assets / Fund Balance
Unrestricted Net Assets$8,782,330$8,419,656▼ $362,674
Temporarily Rstr Net Assets$1,310,691$990,148▼ $320,543
Total Net Assets Fund Balance$10,093,021$9,409,804▼ $683,217
Total Liabilities and Net Assets / Fund Balance$11,336,780$10,663,753▼ $673,027

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$14,869$14,869
Other Securities$27,888--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$8,896,008$125,336▼ $122,739$360,000$8,538,605
2014$9,342,217$126,754▼ $212,963$360,000$8,896,008
2013$8,634,818$67,148▲ $1,000,251$360,000$9,342,217
2012$7,049,862$161,586▲ $1,783,370$360,000$8,634,818
2011$7,009,189$441,876▲ $1,008,797$1,410,000$7,049,862
Compensation and Service Providers

Board Members and Trustees

NameTitle
John Van ZantenV. President
Joe Van TolBoard Presid
David Van NingenDirector
Dennis MichelsDirector
Elwyn HoogendoornDirector
Gregg BooneDirector
Howard BeerninkDirector
Dwayne PlenderSecretary
Orvin OlivierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,650,760
Program Service Revenue
$0
Investment Income
$344,644
Other Revenue
$427,738
All Other Contributions
$1,650,760
Change in Net Assets
$-79,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,502,510
Total Fundraising Expense$149,479
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$2,154,356--$2,154,356
Fees for Service Investment Mgmnt Fees-$34,377-$34,377
Occupancy--$23,403$23,403
Travel--$12,895$12,895
Fees for Services Management-$10,116-$10,116
Interest--$2,289$2,289
Other Expenses$2,217-$24,841$2,217
Insurance$1,300--$1,300
All Other Expenses$10--$10
Total Functional Expenses$2,308,538$44,493$149,479$2,502,510
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$472,789
Fundraising Direct Expenses$152,158
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
All Other Event$266,547$266,547$98,118$168,429
Auction$110,792$110,792$27,219$83,573
Total Events$472,789$472,789$152,158$320,631
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board PresidentInvestment FeesNo$34,377
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$1,094,174
Refundable Advances$75,240
Due to Hope Haven, Inc.$60,727
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by members of the investment committee prior to filing.

Form 990, Page 6, Part VI, Line 12C

By board adopted policy, all members must sign a "conflict of interest disclosure and code of ethics declaration" noting that he/she has read and is familiar with the policy concerning conflict of interest and ethics code, disclosing any action that would contravene the policies and disclosing any conflict of interest. The policies define conflict of interest and board member obligations should a conflict arise. This is reviewed and signed annually.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Hope Haven Support Foundation
EIN
42-1346221
Phone
7124762737
Address
PO BOX 70, ROCK VALLEY, IA 51247

Signing Officer

Name
Joe Van Tol
Title
Board President
Phone
7124762737
Signed
2016-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Van Tol
Formed
1964
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
410

Preparer

Firm
Van Bruggen & Vande Vegte Pc
Address
113 3RD ST NE, ORANGE CITY, IA 51041
Preparer
Judith Van Berkel
Phone
7127372030
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IRS990/QuidProQuoContriDisclInd0true
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IRS990/ReconcilationRevenueExpnssAmt0-79368
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0103809
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt097164
IRS990/SavingsAndTempCashInvstGrp/EOYAmt072859
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MANAGEMENT IS COMMON TO BOTH ORGANIZATIONS AND BOARD MEMBERS ARE ELECTED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C, LINE 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01650760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01818007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01655418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01848534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01770960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08743679
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0193119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0189173
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0192561
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0224529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0187586
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0986968
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0476087
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0585664
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0475961
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0468481
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0408063
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02414256
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.71990
IRS990ScheduleA/PublicSupportPY170Pct00.72740
IRS990ScheduleA/PublicSupportTotal170Amt08743679
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420890017
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02154356
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOPE HAVEN INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0HOPE HAVEN INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt02154356
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01650760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01818007
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01655418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01848534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01770960
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08743679
IRS990ScheduleA/TotalSupportAmt012144903
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08896008
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0125336
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08538605
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-122739
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0360000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09342217
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0126754
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08896008
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-212963
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0360000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08634818
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt067148
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09342217
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01000251
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0360000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07049862
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0161586
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08634818
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01783370
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0360000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07009189
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0441876
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07049862
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01008797
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01410000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014869
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014869
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01094174
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt175240
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt260727
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITIES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE ADVANCES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO HOPE HAVEN, INC.
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04451026
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1122078
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt287879
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt327888
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1RE INVESTMENT TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc2LIMITED PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CASH VALUE LIFE INSURANCE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/TotalBookValueSecuritiesAmt04688871
IRS990ScheduleD/TotalLiabilityAmt01230141
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0152158
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ALL OTHER EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0266547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0110792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt095450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0472789
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0266547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0110792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt095450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0472789
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0320631
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt026821
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0152158
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt098118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt027219
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/LicensedStatesCd0IA
IRS990ScheduleG/LicensedStatesCd1MN
IRS990ScheduleG/LicensedStatesCd2SD
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0JOE VAN TOL PRES PEOPLES BANK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt034377
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INVESTMENT FEES
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY MEMBERS OF THE INVESTMENT COMMITTEE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BY BOARD ADOPTED POLICY, ALL MEMBERS MUST SIGN A "CONFLICT OF INTEREST DISCLOSURE AND CODE OF ETHICS DECLARATION" NOTING THAT HE/SHE HAS READ AND IS FAMILIAR WITH THE POLICY CONCERNING CONFLICT OF INTEREST AND ETHICS CODE, DISCLOSING ANY ACTION THAT WOULD CONTRAVENE THE POLICIES AND DISCLOSING ANY CONFLICT OF INTEREST. THE POLICIES DEFINE CONFLICT OF INTEREST AND BOARD MEMBER OBLIGATIONS SHOULD A CONFLICT ARISE. THIS IS REVIEWED AND SIGNED ANNUALLY.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.2$1.28$23.9$2.97$2.83$0.14
2024Detailed filing. Detailed filing data is available for this year.$23.5$1.45$22.1$2.79$2.19$0.60
2023Detailed filing. Detailed filing data is available for this year.$21.6$1.50$20.1$2.59$2.14$0.45
2022Detailed filing. Detailed filing data is available for this year.$16.5$1.04$15.5$3.67$3.38$0.29
2021Detailed filing. Detailed filing data is available for this year.$17.6$1.25$16.4$2.57$2.32$0.25
2020Detailed filing. Detailed filing data is available for this year.$13.5$1.05$12.5$3.06$2.31$0.74
2019Detailed filing. Detailed filing data is available for this year.$13.5$1.13$12.4$3.87$2.27$1.60
2018Detailed filing. Detailed filing data is available for this year.$11.9$1.26$10.7$2.76$2.33$0.43
2017Detailed filing. Detailed filing data is available for this year.$11.5$1.34$10.1$2.24$2.17$0.07
2016Detailed filing. Detailed filing data is available for this year.$10.7$1.25$9.41$2.42$2.50$0.08
2015Detailed filing. Detailed filing data is available for this year.$11.3$1.24$10.1$3.04$2.58$0.47
2014Detailed filing. Detailed filing data is available for this year.$11.6$1.25$10.3$2.42$3.40$0.98
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$1.17$10.6$2.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.08$0.78$8.30$2.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.80$0.82$7.98$2.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$0.86$7.12$2.09